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New Age Alpha Advisors’s Philip Morris PM Stock Holding History

New Age Alpha Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
17,557
-440
-2% -$76.3K 0.13% 200
2026
Q1 		$2.98M Sell
17,997
-1,421
-7% -$247K 0.14% 214
2025
Q4 		$3.11M Buy
19,418
+13,716
+241% +$2.12M 0.13% 223
2025
Q3 		$925K Hold
5,702
– – 0.04% 430
2025
Q2 		$1.04M Sell
5,702
-7,944
-58% -$1.36M 0.05% 413
2025
Q1 		$2.17M Buy
13,646
+4,689
+52% +$664K 0.1% 298
2024
Q4 		$1.08M Buy
8,957
+8,800
+5,605% +$1.11M 0.04% 438
2024
Q3 		$19.1K Buy
+157
New +$18.2K 0.01% 84

Other funds holding PM

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Age Alpha Advisors's PM Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Philip Morris (PM) stake by 2.4% in Q2 2026, selling an estimated $76.3K and leaving 17,557 shares worth $3.18M. The position accounts for 0.13% of the portfolio, ranked #200.

New Age Alpha Advisors first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • New Age Alpha Advisors held 17,557 shares of Philip Morris worth $3.18M as of Q2 2026.
  • New Age Alpha Advisors sold 440 Philip Morris shares in Q2 2026, an estimated $76.3K.
  • Philip Morris made up 0.13% of New Age Alpha Advisors's portfolio in Q2 2026, its #200 holding.
  • New Age Alpha Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.